Teams represent the different groups involved in a project. They allow Project Managers to efficiently control access for colleagues, suppliers, service providers, clients, and other stakeholders.

By assigning permissions at the team level, Project Managers avoid configuring roles and permissions for each user individually. Instead, users are added to the appropriate team, and permissions are assigned once to the entire group.
This ensures that each participant only sees the information relevant to their responsibilities, keeping the project secure, organized, and easy to manage.

1. Creating a New Team

1. Select Teams from the side menu
2. Click Add
3. Enter a name for the team
4. Use the Active switch to enable the team and click Apply

2. Deactivating a Team

If you want to temporarily hide a team without deleting it:

• Toggle the Active switch off
• Reactivate it at any time by switching it back on

Pro Tip

Create teams that reflect your project’s real organizational structure (e.g., Architecture, Structural Engineering, Contractors, Clients).
Doing so makes permission management faster, more secure, and easier to maintain over the entire project lifecycle.